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Sign up to Sharesies
Sign up to Sharesies

Check out what information you need to sign up to Sharesies, including ID and documentation.

Ruby Gardner avatar
Written by Ruby Gardner
Updated over 6 months ago

To sign up to Sharesies, you’ll need to:

Head to the sign up page to get started.

*The Taxation Administration Act 1953 authorises us as your payer (of dividends and other income) to ask you to provide your tax file number (TFN). While it is not compulsory to provide your TFN, we may not be able to offer all our services to you and have withhold payments at a higher tax rate if you did not.

You aren’t able to set up trust, company, or joint accounts on Sharesies.

Nature and purpose questions

As part of our anti-money laundering efforts, we need to understand the nature and purpose of your investing. We’ll ask you a few questions about how you plan to invest to help us understand this. A best guess is fine!

Your responses won’t affect what you can access on the Sharesies platform, and can be updated any time in Settings > Personal details.

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